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130 Springside Drive Suite 300, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-07-07 |
| SC | RA | APPROVED | 2025-12-17 |
| OR | RA | APPROVED | 2023-05-09 |
| SD | RA | APPROVED | 2023-04-06 |
| FL | RA | APPROVED | 2022-12-06 |
| MI | RA | APPROVED | 2022-04-13 |
| IL | RA | APPROVED | 2022-02-23 |
| TX | RA | APPROVED | 2021-04-28 |
| CA | RA | APPROVED | 2021-04-22 |
| KY | RA | APPROVED | 2020-07-21 |
| OH | RA | APPROVED | 2020-07-20 |
Branch Locations
4225 Malsbary Rd. Ste. 100, Cincinnati, OH 45242 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lang Financial Group | Cincinnati | OH | 07/2016 | Present |
| Cetera Advisors Networks, Llc | El Segundo | CA | 03/2017 | 07/2020 |
| Valmark Securities, Inc. | Akron | OH | 07/2020 | Present |
| Valmark Advisers, Inc. | Akron | OH | 07/2020 | Present |
1. NAME OF OTHER BUSINESS: LANG FINANCIAL GROUP INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES POSITION/TITLE/RELATIONSHIP: REGISTERED ADMINISTRATIVE ASSISTANT APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: REGISTERED ADMINISTRATIVE ASSISTANT./// 2. NAME OF OTHER BUSINESS: CINCY SC; INVESTMENT RELATED: NO; ADDRESS: 3801 Indian View Ave, CINCINNATI, OH 45227; NATURE OF BUSINESS: SOCCER COACHING; START DATE: 08/2018; POSITION/TITLE/RELATIONSHIP: Head Coach; APX NUMBER OF HOURS PER WEEK: 15; BRIEF DESCRIPTION OF DUTIES: SOCCER COACHING;1099 Income/Independent Contractor./// 3) Disability Insurance Sales; Advisor; NOT Investment Related; Start Date 7/26/2023; Approximately 1-5 hrs. per month; Paid as the agent on the sold disability policies.///
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-09-25 |
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